What are we looking for?
Professional Qualifications
Completed higher education in banking, finance, or a related field (e.g., Higher Technical College, University of Applied Sciences, or University degree), or an equivalent qualification.
At least 7 years of professional experience in the Swiss mortgage and real estate financing market.
Additional qualifications in real estate financing, credit business, or risk management are advantageous.
Proven experience working with high-net-worth private clients in Switzerland and internationally, including clients with complex wealth structures.
Strong expertise in client advisory, financial analysis, and the structuring of complex mortgage financing solutions.
Hands-on experience in independently conducting and interpreting hedonic property valuations.
Comprehensive knowledge of the Swiss mortgage market, mortgage products, financing concepts, mortgage strategies, and pricing methodologies.
Experience collaborating with Credit Management, Risk Management, or credit approval functions.
Knowledge of additional financing solutions, such as Lombard lending, is considered an asset.
Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.
Language Skills
Fluent English, French and Italian both written and spoken.
Additional language skills, such as German, or other languages, are considered an advantage.
Personal Competencies
Strong professional credibility and natural authority.
Demonstrated seniority and a highly professional presence.
Ability to communicate effectively and as a trusted peer with high-net-worth clients.
Excellent advisory, communication, and client relationship management skills.
Strong analytical thinking and conceptual problem-solving abilities.
High level of quality awareness and risk consciousness.
Assertive, accountable, and solution-oriented approach to work.
Ability to successfully align and balance differing stakeholder interests to achieve optimal outcomes.
What do we offer?
Top Zurich location with collaboration spaces and free lunch.
Friendly, diverse team in an open-office space.
All the latest technology to help you excel and advance.
Agile environment in how we think, the way we work and our trust for each other.
Flat hierarchy with collaboration at all levels.
Campus feeling and a collaborative spirit.
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
Do you want to be Vontobel?
